AddressAbout US
UniSuper is a place for people who want to make a difference in their work and the world. As one of Australia's largest super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members.
You will be empowered to grow your career and contribute from day one in an organisation that supports your mental, physical, and financial wellbeing.
We offer an impressive range of benefits including:
- 3 days over Christmas and 3 days 'Community and Culture' leave allowing you to celebrate and contribute to things that are important to you outside of work
- The opportunity to choose between 17% and 11% superannuation
- $1,500 personal development budget
- Exceptional parental leave
At UniSuper, we value and celebrate diversity and inclusion in our workplace, where everyone can thrive. We believe that having a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes to our members. We invite you to apply for the roles that suit your career aspirations, even if you don't meet all the requirements listed.
The opportunity
The Member and Advice team provide end to end customer services to all members helping them to understand, manage and tailor their retirement savings through the appropriate information at the right time. M&A includes our processing, payments, claims, complaints, contact centre and financial advice teams, as well as the key support teams needed to manage the flow of customers. We provide a real time customer lens to help the business improve current and future services and pride ourselves on the breadth of information, quality of advice and award-winning services we provide.
We expect each employee to live our values and behavioural expectations each day. In addition to this you will be:
- Helping our members achieve greater retirement outcomes though the provision of high quality, competent and personalised professional financial advice
- Identifying, educating, and promoting the value of Financial Planning to clients
- Presenting financial plans to new and returning clients and high levels of client satisfaction in line with set targets
- Promote UniSuper Advice services and brand awareness through educational webcasts/seminars, on campus presence and seeking referrals from COIs and existing advice clients
- Establish and maintain high compliance standards that satisfy Australian legislative requirements
- Provide mentoring to junior members of the advice team
About you
To be successful in this role you need to have:
- Passion for superannuation and the positive impact it has on members retirement outcomes
- Minimum 6 years within the last 8 years experience in the provision of personal financial planning in a 'fee for service' environment
- Approved qualification or University degree and Advanced Diploma in Financial Planning and able to meet education requirements by 1 January 2026. CFP designation highly regarded
- Strong stakeholder management and experience in developing external business relationships
- Demonstrated business development skills
- Experienced in delivering workshops and presentations
You will need to be comfortable working with a wide range of people including being confident when dealing with important stakeholders with complex needs. Furthermore, you are able to understand the sensitivity and confidentiality required to support the state manager in WA.
We're passionate about knowledge and sharing it amongst our members and our employees, therefore we believe that a balance of working from home and time in office is the best way to collaborate and build relationships with your colleagues. We ask you to be able to commit to 60% of your time in office.
Think Great. Create Great.
